Filed December 22, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,573 | $148,978-5.0% | $200,582-29.4% | $84,808+66.9% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 14.32% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,682 | $4,815+38.8% | $6,419+4.1% | $2,631+154.0% |
| Participant deferral / active EE | $6,690 | $7,142-6.3% | $9,331-28.3% | $4,212+58.8% |
| Admin fee / account holder | $27,739 | $13,977+98.5% | $16,305+70.1% | $7,344+277.7% |